High Performing Investment Teams How to Achieve Best Practices of Top Firms
Produktdetaljer
Biografisk notat
JIM WARE (Glenview, IL) C.F.A. is the founder of Focus Consulting Group, a specialized firm dedicated to helping investment leaders understand, articulate and shape their firm’s investment culture. A frequent keynote speaker at CFA Institute, Mutual Fund Educational Alliance, Investment Adviser Association, and U.S. Institute among others, Jim is recognized for his insightful presentations. He has a Masters in Business from the University of Chicago and a degree in philosophy from Williams College, where he graduated Phi Beta Kappa.JIM DETHMER designs and delivers leadership training and coaching to investment professionals around the world. He has delivered speeches on this topic for the CFA Institute, Investment Advisors Association, and many leading investment firms.
JAMIE ZIEGLER has over twenty years' experience as a marketing consultant, specializing in branding and communications for investment management firms. She holds a BA in English from the University of Notre Dame and an MBA in finance from DePaul University.
FRAN SKINNER, CFA, CPA, has over twenty years' experience in the investment industry, specializing in measuring and incenting performance of investment industry employees. She earned her MBA in finance and marketing from the University of Illinois–Chicago.
High Performing Investment Teams How to Achieve Best Practices of Top Firms
"Although most leaders agree teamwork is important, few businesses effectively build collaborative, synchronized teams. High Performing Investment Teams is an excellent guidepost for any manager striving to create a winning team and develop bench strength for the future."
—John W. Rogers Jr., Chairman and Chief Executive Officer, Ariel Capital Management, LLC
"Turning individual talent into team performance is the ultimate challenge for an investment organization, but also the key to building a sustainable investment franchise. Focus Consulting has captured the essence of how to leverage your intellectual capital for maximum and enduring success."
—Michelle R. Seitz, CFA, Principal, Head of Investment Management, Executive Committee Member, William Blair & Company, LLC
"Focus Consulting's work on behaviors of top teams is clear, effective, and practical. We recommend it highly for investment firms that are serious about world-class collaboration."
—Terry Toth, President, Northern Trust Global Investments
"Focus Consulting really understands that attracting and motivating talented people makes all the difference for asset managers. Their work is based on years of experience helping investment firms build strong cultures with productive behaviors."
—Scott Powers, Chief Executive Officer, Old Mutual Asset Management
"Focus Consulting understands the people aspect of the investment business. They know the investment business and how to make collaboration work."
—Harin de Silva, PhD, CFA, President, Analytic Investors
Foreword vii
Preface xi
Acknowledgments xiii
About the Authors xvii
Introduction: The Elements of Greatness 1
Chapter 1 Investment Leadership: Building a Winning Culture for Long-Term Success 15
Chapter 2 Curiosity: Learning How to Learn 33
Chapter 3 Accountability Part 1: Taking Responsibility 45
Chapter 4 Accountability Part 2: Making and Keeping Agreements 67
Chapter 5 Candor: Revealing, Not Concealing 93
Chapter 6 Authenticity: Eliminating Drama 105
Chapter 7 Awareness: Using Emotional and Intuitional Intelligence 119
Chapter 8 Genius: Maximizing Your Contribution 139
Chapter 9 Appreciation: Shifting from Entitlement 159
Chapter 10 Fit: Investment Personalities and the Seven Behaviors 181
Chapter 11 Decision Rights: Establishing and Clarifying the Rules 197
Concluding Thoughts: Measurement, Behavioral Finance, Integrity, and an Invitation for More 203
Afterword 207
Endnotes 209
Index 213
"Demonstrates how superior investment firms consistently cultivate human talent and make it maximally productive."
Richard Ennis, CFA, Principal, Ennis Knupp + Associates
AFTERWORD BY Kate Ludeman, PhD, and Eddie Erlandson, MD authors of Radical Change, Radical Results
High Performing Investment Teams
"Although most leaders agree teamwork is important, few businesses effectively build collaborative, synchronized teams. High Performing Investment Teams is an excellent guidepost for any manager striving to create a winning team and develop bench strength for the future."
John W. Rogers Jr., Chairman and Chief Executive Officer, Ariel Capital Management, LLC
"Turning individual talent into team performance is the ultimate challenge for an investment organization, but also the key to building a sustainable investment franchise. Focus Consulting has captured the essence of how to leverage your intellectual capital for maximum and enduring success."
Michelle R. Seitz, CFA, Principal, Head of Investment Management, Executive Committee Member, William Blair & Company, LLC
"Focus Consulting's work on behaviors of top teams is clear, effective, and practical. We recommend it highly for investment firms that are serious about world-class collaboration."
Terry Toth, President, Northern Trust Global Investments
"Focus Consulting really understands that attracting and motivating talented people makes all the difference for asset managers. Their work is based on years of experience helping investment firms build strong cultures with productive behaviors."
Scott Powers, Chief Executive Officer, Old Mutual Asset Management
"Focus Consulting understands the people aspect of the investment business. They know the investment business and how to make collaboration work."
Harin de Silva, PhD, CFA, President, Analytic Investors
"Although most leaders agree teamwork is important, few businesses effectively build collaborative, synchronized teams. High Performing Investment Teams is an excellent guidepost for any manager striving to create a winning team and develop bench strength for the future."
—John W. Rogers Jr., Chairman and Chief Executive Officer, Ariel Capital Management, LLC
"Turning individual talent into team performance is the ultimate challenge for an investment organization, but also the key to building a sustainable investment franchise. Focus Consulting has captured the essence of how to leverage your intellectual capital for maximum and enduring success."
—Michelle R. Seitz, CFA, Principal, Head of Investment Management, Executive Committee Member, William Blair & Company, LLC
"Focus Consulting's work on behaviors of top teams is clear, effective, and practical. We recommend it highly for investment firms that are serious about world-class collaboration."
—Terry Toth, President, Northern Trust Global Investments
"Focus Consulting really understands that attracting and motivating talented people makes all the difference for asset managers. Their work is based on years of experience helping investment firms build strong cultures with productive behaviors."
—Scott Powers, Chief Executive Officer, Old Mutual Asset Management
"Focus Consulting understands the people aspect of the investment business. They know the investment business and how to make collaboration work."
—Harin de Silva, PhD, CFA, President, Analytic Investors
Foreword vii
Preface xi
Acknowledgments xiii
About the Authors xvii
Introduction: The Elements of Greatness 1
Chapter 1 Investment Leadership: Building a Winning Culture for Long-Term Success 15
Chapter 2 Curiosity: Learning How to Learn 33
Chapter 3 Accountability Part 1: Taking Responsibility 45
Chapter 4 Accountability Part 2: Making and Keeping Agreements 67
Chapter 5 Candor: Revealing, Not Concealing 93
Chapter 6 Authenticity: Eliminating Drama 105
Chapter 7 Awareness: Using Emotional and Intuitional Intelligence 119
Chapter 8 Genius: Maximizing Your Contribution 139
Chapter 9 Appreciation: Shifting from Entitlement 159
Chapter 10 Fit: Investment Personalities and the Seven Behaviors 181
Chapter 11 Decision Rights: Establishing and Clarifying the Rules 197
Concluding Thoughts: Measurement, Behavioral Finance, Integrity, and an Invitation for More 203
Afterword 207
Endnotes 209
Index 213
"Demonstrates how superior investment firms consistently cultivate human talent and make it maximally productive."
Richard Ennis, CFA, Principal, Ennis Knupp + Associates
AFTERWORD BY Kate Ludeman, PhD, and Eddie Erlandson, MD authors of Radical Change, Radical Results
High Performing Investment Teams
"Although most leaders agree teamwork is important, few businesses effectively build collaborative, synchronized teams. High Performing Investment Teams is an excellent guidepost for any manager striving to create a winning team and develop bench strength for the future."
John W. Rogers Jr., Chairman and Chief Executive Officer, Ariel Capital Management, LLC
"Turning individual talent into team performance is the ultimate challenge for an investment organization, but also the key to building a sustainable investment franchise. Focus Consulting has captured the essence of how to leverage your intellectual capital for maximum and enduring success."
Michelle R. Seitz, CFA, Principal, Head of Investment Management, Executive Committee Member, William Blair & Company, LLC
"Focus Consulting's work on behaviors of top teams is clear, effective, and practical. We recommend it highly for investment firms that are serious about world-class collaboration."
Terry Toth, President, Northern Trust Global Investments
"Focus Consulting really understands that attracting and motivating talented people makes all the difference for asset managers. Their work is based on years of experience helping investment firms build strong cultures with productive behaviors."
Scott Powers, Chief Executive Officer, Old Mutual Asset Management
"Focus Consulting understands the people aspect of the investment business. They know the investment business and how to make collaboration work."
Harin de Silva, PhD, CFA, President, Analytic Investors
Produktdetaljer
Biografisk notat
JIM WARE (Glenview, IL) C.F.A. is the founder of Focus Consulting Group, a specialized firm dedicated to helping investment leaders understand, articulate and shape their firm’s investment culture. A frequent keynote speaker at CFA Institute, Mutual Fund Educational Alliance, Investment Adviser Association, and U.S. Institute among others, Jim is recognized for his insightful presentations. He has a Masters in Business from the University of Chicago and a degree in philosophy from Williams College, where he graduated Phi Beta Kappa.JIM DETHMER designs and delivers leadership training and coaching to investment professionals around the world. He has delivered speeches on this topic for the CFA Institute, Investment Advisors Association, and many leading investment firms.
JAMIE ZIEGLER has over twenty years' experience as a marketing consultant, specializing in branding and communications for investment management firms. She holds a BA in English from the University of Notre Dame and an MBA in finance from DePaul University.
FRAN SKINNER, CFA, CPA, has over twenty years' experience in the investment industry, specializing in measuring and incenting performance of investment industry employees. She earned her MBA in finance and marketing from the University of Illinois–Chicago.